W. Conshohocken, PA | New Bloomfield, PA | Pittsburgh, PA | |
|---|---|---|---|
| Assets under management | $33.6M | $35.4M | $35.5M |
| Asset growth, last 2 years | −95% | – | – |
| Advisory staff | 10 | 4 | 5 |
| Individual clients | 4 | 213 | 73 |
| Assets per client | $8.4M | $166K | $487K |
| Clients per advisor | 0 | 53 | 15 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 4 | 5 |
From each firm's latest Form ADV (Mar 2026, Apr 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.